Wireframe Prep Work

[donschaefer]

Convert 5/29 meeting notes (below) into something more organized/actionable for a designer to start creating wireframes from.

Things already on the Family Screen:

• Family Documents & ability to upload/view/delete
• Family member names & basic demographic info (adults & children)
• For each adult:
  • Contact info
  • Approvals info (volunteer roles/applications/etc.)
  • User login/account/role info
• For each person:
  • Notes
  • Concerns
• Notes (timeline)
  • Notes can be tied to actions (requirements changes/completions or child location changes) & documents, but also other events that require notes to be added
  • Notes have an author & approver info as well as timestamps for creation/approval
• Toolbar of sorts for adding adults, children, notes; a delete family option
• Role removal
• Family level & individual level role approval status
• Family level & individual level approval requirements (incomplete, completed, exempted, or available applications)
  • Hiding available applications until they're desired would be useful
• Primary contact (could be merged into the adult "card"/table row/etc.)
• Custom fields @ family level
• "Home Church" field may become standard rather than custom
• Communities
• Referrals
  • Referral comments
  • Incomplete/Complete/Exempted requirements
  • Open/closed status & date
  • Ability to open & close
  • Ability to swap between referrals
  • Referral-level custom fields
• Arrangements
  • Filter
  • Add arrangements
  • Arrangement cards
    • Stage
    • ... whole bunch of stuff 🙂

Things to add to the Family Screen:

• Calendar view of significant upcoming & past dates for the family (approval requirements, child location changes, arrangement stuff, ...)
• Task view of significant upcoming & past-due items (to avoid having to skim everything)
• Search & filtering options for the Notes in the timeline
• At-a-glance view of where children are, rather than separated by arrangement
• People in the family "above the fold"
• [Longer term?] Split "referral" out from "case"
  • Tracking referral-level requirements
  • Tracking case-level requirements
  • Referral history separate from case history, arrangements live under the 'case'
• Family/personal goals - these will be tied to a "case" and to a person in the family.
  • Ability to break goals into individual smaller steps (SMART goal setting & progress tracking)
• Show which arrangements a volunteer family/member is/was assigned to
• Quality/progress survey tracking capability -- issue a follow-up survey to parents being served, e.g. at beginning & end of hosting and every six months, and track progress (quantitative metrics)
• Alerts area (?) for the family @ top of screen for any critical family-specific items
• Family/person "tags" - e.g., 'Spanish'
• Initiating DocuSign from a requirement
• Forms received for the family (Form.io)
• Family profile -- e.g., volunteers' ability/preferences to host ages/genders of kids, family photos
• Ability to text/email the family directly from this screen, possibly with message templates
• Integrate external systems' data:
  • Mailing lists
  • Donation records/profiles
  • Emails sent to staff user's account (?)

[donschaefer]

@LarsKemmann - below are some high-level thoughts/notes I'd like to review with you (possibly during our upcoming call) in relation to how we might reorganize existing screens a bit to better integrate the functionality you're looking to add...

Re-purposed Dashboard:

• Coming up this week (tasks coming due, upcoming events, etc)
• Goal Progress (family-specific)
• Quality/Progress Trend Graph (admin-specific / shows trend patterns of active families)
• Contacts (either by frequency of use, association to upcoming tasks/events, or some combination)

Monthly Calendar (currently the function that the "Dashboard" serves)

• How does this differ from "Calendar view of significant upcoming & past dates for the family (approval requirements, child location changes, arrangement stuff, ...)" except insofar as one is specific to a family? ...

• could we achieve something similar with role-based filter defaults?
• Could we drive the view based on query string & then link to specific calendar views from the various family pages?

Rename "Volunteers" to "Families" & combine with existing "Referrals"

• Display referrals in a column next to roles in a manner similar to how roles are displayed, but with the key difference that:
• A given family member might have 1 expandable "chip" for "Pending Referrals (3)" & another for "Active Cases (2)"
• Clicking on an expandable chip would provide a bullet-point summary of the associated items (thus expanding the row in the process)
• Clicking on a row takes you to the individual "Family" screen

Individual Family Screen:

• Family Photo
• Members (add btn)

  photo
  Name, Age, Location, contact info, tags
  * Clicking email/sms # opens contact form to send email/sms (on mobile, could also offer the ability to call on sms #)

• Communities
• Volunteer preferences (should this go at the family level or should it be member-specific?)
• Referrals (bullet-point summary, clicking takes you separate Referral / Case screen)

Referral / Case screen (new / essentially a re-organized "Family" screen that is more "referral"-focused)
> Alert area (situational)
> Comments (includes edit btn)
> Stats (includes edit btn)
> Documents (includes add btn)
* Integrate docusign
> Goals (add, edit/delete, search btns)
* Are goals specifically related to associated referral/case, or are some personal?
* What parallels can we draw between "Goals" & epics/features/user stories in devOps?
* Each goal likely needs to be broken down into multiple tasks
> Tasks (sort by deadline/importance?)
> Notes (add, edit/delete, search controls)
> Arrangements